Our Financial Planning Process

In our financial planning process we follow these steps:

Gather your information

Organize and discuss your information

Present recommendations

Implement first steps

Check progress

Implement next steps

Repeat

In order to keep your plan on track we practice ongoing communication, education and collaboration. We will schedule regular reviews to adjust to any life changes. Your "Personal Financial Website" will be an easy way to manage your accounts and have important documents in one secure place.

Learn how LifePlan Financial Advisors, Inc. can keep you organized and in the know.

One or more individuals are securities licensed through Investacorp, Inc., a registered broker dealer, member FINRA, SIPC. One or more individuals are advisory licensed through Investacorp Advisory Services, Inc. a SEC registered investment advisory firm. For those persons inquiring from states where a specific individual is not currently securities and/or advisory licensed, the individual will not transact business in that state or provide follow-up, individual responses, until after the individual obtains the appropriate registration in the applicable state. FINRA's homepage, www.finra.org and Securities Investor Protection Corporation's homepage, www.sipc.org. Linked sites are strictly provided as a courtesy. Investacorp, Inc. and its affiliates, do not guarantee, approve nor endorse the information or products available at the linked sites.